| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,206,611 | 372,748,000 | 9.95% | ||
| 2 | WELLS FARGO & COMPANY/MN | 3,844,581 | 340,669,000 | 9.09% | ||
| 3 | MORGAN STANLEY | 3,299,174 | 292,340,000 | 7.80% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 2,187,100 | 193,800,000 | 5.17% | ||
| 5 | M&T BANK CORP | 2,074,701 | 183,839,000 | 4.91% | ||
| 6 | JONES FINANCIAL COMPANIES LLLP | 1,675,630 | 148,478,000 | 3.96% | ||
| 7 | UBS Group AG | 1,660,987 | 147,180,000 | 3.93% | ||
| 8 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,324,817 | 117,392,000 | 3.13% | ||
| 9 | FMR LLC | 1,259,968 | 111,646,000 | 2.98% | ||
| 10 | GOLDMAN SACHS GROUP INC | 1,235,631 | 109,489,000 | 2.92% | ||
| 11 | JPMORGAN CHASE & CO | 1,142,687 | 101,253,000 | 2.70% | ||
| 12 | Commonwealth Equity Services, Inc | 1,078,335 | 95,551,000 | 2.55% | ||
| 13 | CIBC Private Wealth Group LLC | 1,026,620 | 90,968,000 | 2.43% | ||
| 14 | LPL Financial LLC | 802,616 | 72,930,000 | 1.95% | ||
| 15 | COMMERCE BANK | 801,049 | 70,981,000 | 1.89% | ||
| 16 | SUNTRUST BANKS INC | 693,165 | 61,419,000 | 1.64% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 676,540 | 60,361,000 | 1.61% | ||
| 18 | STEPHENS INC /AR/ | 649,591 | 57,560,000 | 1.54% | ||
| 19 | JOHNSON INVESTMENT COUNSEL INC | 569,274 | 50,443,000 | 1.35% | ||
| 20 | SYNOVUS FINANCIAL CORP | 568,373 | 50,366,000 | 1.34% | ||
| 21 | TEACHERS ADVISORS, LLC | 505,391 | 44,783,000 | 1.20% | ||
| 22 | Bank of New York Mellon Corp | 449,253 | 39,810,000 | 1.06% | ||
| 23 | US BANCORP \DE\ | 371,042 | 32,878,000 | 0.88% | ||
| 24 | CITIGROUP INC | 360,859 | 31,975,000 | 0.85% | ||
| 25 | ZIONS BANCORPORATION | 349,837 | 30,999,000 | 0.83% | ||
| 26 | ENVESTNET ASSET MANAGEMENT INC | 314,670 | 27,883,000 | 0.74% | ||
| 27 | Sigma Investment Management Co | 291,462 | 25,826,000 | 0.69% | ||
| 28 | Accredited Investors Inc. | 284,528 | 25,213,000 | 0.67% | ||
| 29 | BNP PARIBAS FINANCIAL MARKETS | 283,868 | 25,153,544 | 0.67% | ||
| 30 | KEYBANK NATIONAL ASSOCIATION/OH | 240,653 | 21,324,000 | 0.57% | ||
| 31 | VOYA INVESTMENT MANAGEMENT LLC | 234,980 | 20,821,000 | 0.56% | ||
| 32 | HSBC HOLDINGS PLC | 222,174 | 19,687,000 | 0.53% | ||
| 33 | TIAA CREF TRUST CO FSB/MO | 208,603 | 18,485,000 | 0.49% | ||
| 34 | FIFTH THIRD BANCORP | 206,373 | 18,287,000 | 0.49% | ||
| 35 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 198,352 | 17,576,000 | 0.47% | ||
| 36 | Polaris Wealth Advisory Group, LLC | 196,538 | 17,415,000 | 0.46% | ||
| 37 | Creative Planning | 191,800 | 16,996,000 | 0.45% | ||
| 38 | STIFEL FINANCIAL CORP | 178,091 | 15,781,000 | 0.42% | ||
| 39 | AMG National Trust Bank | 170,249 | 15,086,000 | 0.40% | ||
| 40 | BENJAMIN F. EDWARDS & COMPANY, INC. | 167,484 | 14,841,000 | 0.40% | ||
| 41 | BOKF, NA | 150,385 | 13,326,000 | 0.36% | ||
| 42 | NorthRock Partners, LLC | 148,749 | 13,181,000 | 0.35% | ||
| 43 | AMERICAN INTERNATIONAL GROUP, INC. | 147,087 | 13,033,000 | 0.35% | ||
| 44 | CITY NATIONAL BANK | 146,923 | 13,019,000 | 0.35% | ||
| 45 | RAYMOND JAMES & ASSOCIATES | 144,709 | 12,825,000 | 0.34% | ||
| 46 | TRUIST FINANCIAL CORP | 137,642 | 12,196,000 | 0.33% | ||
| 47 | Covenant Multifamily Offices, LLC | 131,271 | 11,632,000 | 0.31% | ||
| 48 | JMG Financial Group, Ltd. | 128,477 | 11,384,000 | 0.30% | ||
| 49 | Neuberger Berman Group LLC | 125,244 | 11,098,000 | 0.30% | ||
| 50 | Cetera Advisors LLC | 125,066 | 11,079,000 | 0.30% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
